Since the start of the fourth quarter, the 50 stocks in that index are up a snappy 4.8% (wish I were doing so well) while the Russell 3000 is up just under 1%. Yesterday was a bang up day for the stocks as USNA was up 22% and EGL Was up 12%. In just the fourth quarter look at some of these individual returns:
- EGL 35%
- GTIV 16%
- HLF 14%
- ESI 121%
- USNA 46%
We shall see if the momentum continues. This morning I will note that RGR and WTW are down pre market on earnings. I am fortunate Mr Random did not pick COH or RGR for me (or KING for that matter so far).
Then on a personal note, every month I look at my net worth (everything) and track in a spreadsheet. I was a bit worried what it would be this month end as I did have the GTAT fiasco. But it wasn't so bad, down just 1/10 of a percent - essentially flat. So while I may not be able to buy that beachside condo in Hawaii with my GTAT proceeds, it looks like I can still afford to eat at Outback Steakhouse every now and then when I retire. For the year I am up 8%. Of course that is more than investment returns, that is salary that I am saving, equity I have added in my house, money I have placed into college funds, IRAs and 401K - kind of everything.
Interestingly, I am not sure I am going to be able to participate in GTAT lawsuits. They are really looking at people in bought in after November 2013 (when aapl announcement was made). Recall I bought my shares at $2.80 in February 2013.
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2 comments:
Marsh,
Did Barrons today and think spin offs are still a wild card. I did read the book but you still need to be a stock picker to make this work.
Mr random gave me COH, RGR, King. If I collect the dividends on all 20 stinkers they will pay for 3, that lose about 22% each.
Dividends may be the key on why this may work.
Marsh,
Will you eliminate RGR in December as the dividend yield going forward will not equal 2.6% for a while? The yield for the last four quarters does equal 3.9%.
I think that may be my rule going forward.
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